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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
501
Carroll Financial Associates
North Carolina
$232K +$155K +1,399 +197%
EA
502
Edge Advisors
Georgia
$230K
MCM
503
Manchester Capital Management
Vermont
$230K
GLA
504
Good Life Advisors
Pennsylvania
$230K +$232K +2,096 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$228K +$23.3K +210 +11%
HIIFS
506
Harel Insurance Investments & Financial Services
Israel
$228K
SPL
507
Smart Portfolios LLC
Washington
$228K
BC
508
Bartlett & Co
Ohio
$227K +$23.3K +210 +11%
WTC
509
WhitTier Trust Company
Nevada
$226K
VCP
510
Vista Capital Partners
Oregon
$224K
KIA
511
KCM Investment Advisors
California
$220K
TL
512
TrueWealth LLC
Georgia
$220K
HCIA
513
Hochman Cole Investment Advisors
Illinois
$219K
PL
514
Parthenon LLC
Kentucky
$217K
TWM
515
Titus Wealth Management
California
$216K
ACM
516
Armbruster Capital Management
New York
$215K -$24.9K -225 -10%
CA
517
Continuum Advisory
Idaho
$215K +$216K +1,951 New
WCM
518
Wealthcare Capital Management
Virginia
$211K
IFS
519
Ifrah Financial Services
Arkansas
$210K +$212K +1,910 New
CTB
520
Country Trust Bank
Illinois
$207K
MWM
521
Modera Wealth Management
New Jersey
$205K -$96.8K -874 -32%
OFG
522
OmniStar Financial Group
North Carolina
$204K -$17.2K -155 -8%
Fisher Asset Management
523
Fisher Asset Management
Washington
$202K +$203K +1,831 New
CF
524
Centaurus Financial
California
$201K +$203K +1,829 New
WA
525
Wealth Architects
California
$200K +$202K +1,820 New